Reason codes were introduced in Dynamics GP 2013. PanatrackerGP provides a way to use this feature on your handheld devices. Reason codes are also available for previous versions of Dynamics GP, but they are not configured in Dynamics GP and are not submitted with transactions unless a custom eConnect post procedure is used.

Set Up Reason Codes in Dynamics GP 2013

1. Navigate to Inventory > Setup > Reason Code Setup.
2. Enter or select a reason code.
3. Verify that the Inactive checkbox is not checked.
4. Configure transaction types: - For Add or Remove Inventory: Check Adjustment and select Increase Only (Add), Decrease Only (Remove), or Increase and Decrease (both). - For Site Transfer: Check Item Transfer. - For Item Bin Move and Bin Transfer: Check Item Bin Transfer.
5. Save the reason code.

Use Reason Codes in PanatrackerGP

Supported Transactions

Identify which transactions will use reason codes:

• Add and Remove Inventory — Inventory adjustments
• Item Bin Move — Moving one item at a time from one bin to another at the same site (requires multi-bins)
• Bin Transfer — Moving everything in one bin to another bin (requires multi-bins)
• Site Transfer — Moving items from one site to another

Reason Location Settings

Configure where reason codes are sourced from:

• ReasonsForAdjustmentFromLocation — Add and Remove Inventory
• ReasonsForBinMoveFromLocation — Item Bin Move and Bin Transfer
• ReasonsForTransferFromLocation — Site Transfer

Options:

• DynamicsGP — Pull reason codes from Dynamics GP and submit them to GP when the transaction completes
• Panatracker — Pull reason codes configured in the PanatrackerGP Portal and submit as additional data with the transaction

Entry Option Settings

Configure how users interact with reason codes:

• ReasonsForAdjustment — Add and Remove Inventory
• ReasonsForBinMove — Item Bin Move
• ReasonsForBinTransfer — Bin Transfer
• ReasonsForTransfer — Site Transfer

Options:

• Required — User must enter a valid reason code to proceed
• Optional — User can enter a valid reason code or leave the field blank
• Disabled — Reason code field is not visible on the screen